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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,941 | $88,585-89.9% | $69,884-87.2% | $134,532-93.4% |
| Participation rate | 95.0% | 74.9%+20.1pp | 70.5%+24.5pp | 81.2%+13.8pp |
| Annual return | -17.46% | 442.80%-460.3pp | 190.81%-208.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $993 | $3,235-69.3% | $2,560-61.2% | $4,741-79.1% |
| Participant deferral / active EE | $1,555 | $4,770-67.4% | $3,848-59.6% | $6,401-75.7% |
| Admin fee / account holder | $37 | $10,441-99.6% | $6,266-99.4% | $11,429-99.7% |